I hope Intel strongly executes and puts the current doubts of people firmly behind them. Think the next pick of CEO is going to be crucial - they need someone focussed on execution and someone who stays the course with respect to the long and painful changes Intel will need to make. They have several problems they need to address at once<p>a. Fix the 10nm process<p>b. Deal with a new world where a small number of cloud providers are buying a bulk of their CPUs vs the past where they were selling substantial CPUs to businesses. I would imagine that intels pricing power will come into serious attack once the Cloud providers can land a legitimate alternative as a negotiating tactic.<p>c. Rise of managed environments (Browsers / Languages) where developers are increasingly coding against sandboxes rather than against native code. This means any innovation that Intel does (like AVX512) now has a much longer life cycle before end users can see the benefit since these innovations need to trickle down into features in the managed environments.<p>d. ARM / AMD will be putting pressure on the low margin part of the business.<p>e. The new killer workloads are in AI and GPUs / Accelerators seem to be winning on those workloads for now.